Ann: MKTUPDTE: BLT: Strategic emphasis on D2C e-commerce growth, page-2

Interesting time to make an announcement like this - i.e. after 5pm on a Friday. Not a lot of specific content either, although good to see that Canada shipments have started.

Combined with last week's skin care announcement, where the final paragraph spoke to (not really that) recent buy-outs of skincare businesses by big pharma, I can't help but wonder whether this is a further 'marketing' signal to potential suitors. Perhaps while also ensuring that the market is informed to the same extent as possible interested parties.

Time will tell, but I personally wouldn't be surprised if there are already early stage discussions taking place, further activity contingent perhaps on the launch of the skincare stuff. Hence if it goes well there may be some action on this front in the near future.